This, my wife, kids, some dogs, cows, ducks, and a max-eff Theatre of Blood team on demand

Lots of $AI bulls came and went, they took their profits, they bid other low cap inus and now shilling that It’s ok, that’s why no one will remember your name 1bn first stop

Pretty wild how @longdotxyz has been one of the main catalysts for bringing tokenized stocks onto @RobinhoodApp Chain, with every $1 of stock that buyers paid into Long pools followed by ~$1.90 of new minting of that same stock within three days and ~$2.80 within a week That holds after controlling for each stock, each day's market-wide minting, and the stock's normal DEX volume, and buying into Long pools shows no link to minting in the days before it. Even in raw, uncapped data with AMC and SPY left out, it is still ~$1.40 within three days and ~$2 within a week. Scaled across every stock, the main estimate works out to Long being behind roughly a fifth of the ~$160M of stock minted on the chain since July, while pools on other launchpads like Bankr, PONS, and PAIR show a weaker and less consistent link and have released more stock than they absorbed over the same stretch The clearest examples came from Long's biggest launches, as onchain AMC went from 112,732 shares the day before "A Meme Coin" launched on 09/03 to ~2.9M the day after, HIMS went from 275 shares to ~2,400 in the three days after Boner Coin launched on 08/20 with Long pools absorbing 41% of the new supply, and NVDA supply rose 158% in the week after Artificial Inu launched on 07/14, compared to 35% for the median stock MONITOR took longer to get going, with PLTR supply up 64% in its first week against 87% for the median stock, but it kept climbing. When @JTLonsdale quote-posted MONITOR on 09/23, its value went from ~$1.1M to ~$10M in under two hours, and its pool traded 1.4x all tokenized PLTR in a single hour, while PLTR supply rose ~11% that day to double its pre-launch level as Long pools took in ~1,250 PLTR, and supply was still ~3% above its pre-post level the next day Long isn't the whole story, since Long pools hold only ~$14M of the ~$170M of tokenized stock onchain and the size of the estimate depends on capping a cluster of $2M - 7M mint days, mostly in SPY and AMC, that otherwise swamp it, but the pattern is consistent enough to say the Long memecoin trading is pulling new shares onchain rather than just recycling the ones already there These pairs have also started to attract real social capital, with @vladtenev following "A Meme Coin", @AndrewDudum following "Boner Coin", and @JTLonsdale following + quote-posting MONITOR, all for something that is still relatively nascent The next catalyst could come from Robinhood itself, since @vladtenev says 1:1 in-kind redemption and voting are coming to Robinhood Stock Tokens, which would give holders a reason to keep shares onchain rather than just trade them /board_sit

All of this has been a trojan horse to synthesize crypto degen incentives with market maker incentives. We speculate -> demand. They see opportunity -> supply. Organic byproduct of that is an inevitable billions if not trillions in tokenized stocks minted on Robinhood Chain. Exactly what Vlad would love to have as he positions Robinhood to be the leader in this financial revolution. Stocks are now composable with the final evolutions of over a decade of DeFi experiment. Ones that have prevailed through all of crypto's volatility and will offer yield beyond boomers wildest dreams. The risk free rate of return is going to need to go to double digits because we'll all be getting 20% yield on NVDA thanks to Pendle. Archaic institutions will bow down to Morpho as everyone prefers their vaults returns over 401ks and ETFs. And all of it will have been made possible thanks to an Artificial Inu. Board Sit.

Pendle integration into Agentic launchpad in a single day. A month ago i was in telegram chats speculating on all the potential outcomes robinhood:0xaa07a0e9209e16ac99708c3ec70159c6ef3128a3 could have because the token design is so elegant. An agent launchpad paired to Orbio to self-fund inference was the delusional bullcase and here it is. Thank you to those who helped me form conviction on this one, see you at 1B.

even though $ENA DAT StablecoinX is up 70% this past week, its mNAV has barely moved because NAV keeps pumping - still at 0.51x rerating soon

The Orbiosphere grows. That's a lot of DeFi optionality on inference.

I speculate this gets a mixed reaction from hl's but I'm in support. More liquidity (amd players) in the house of all finance is good. Twapping hyperliquid:native and kinetiq:native with revenue is good. Shitcoiners, welcome to Elysium

$IMD next btw

350m xmr twap incoming

(Vaccines : peptides :: Flock : Meta Muse tamagotchi) Form factor is everything

Bitcoiners will tell you privacy isn’t that important, then retweet some paper about a bitcoin privacy solution that is nowhere near ready and not as good as zcash’s current solution. Interesting

700,000+ NEAR is now staked for confidential AI. Encrypt your prompts across 50 models from Anthropic, OpenAI, Google, and more.

I'll be damned if i don’t bid solana:HTmQz7My6MehV7bjhJ6jde8nDND1yvsz68d24LP7YgUQ First time logging on since pre-sailing... mightve just cracked the seal

yeah so basically trump got cocky after succeeding with venezuela and had a hot hand and decided to double down and strike iran in february thinking they could take over the country in a couple of weeks despite everyone telling him it was a bad idea and would drag on nothing really happened and then Iran learned that they can actually close the strait of hormuz and were unsure if it would even work but now its become obvious they can do it and feel empowered. the iranians have a longer history as a culture and are slow walking trump as much as possible as they know that higher oil prices are going to ruin his odds in the midterms and weaken him not only that but now higher energy prices are putting upward pressure on inflation and bond yields which has made the job of his new fed chair warsh who came in under a premise of potential rate cute but because of the iran war were entering a rate hiking cycle the only person in the room who was trying to juggle all of this was scott bessent but after trying to juggle everything for so long he decided he was going to try and fight the bond vigilantes to lower bond yields and declared himself as the house. but he showed up to the bond fight with hardly any ammunition and now the bond market is calling his bluff and now the bond auctions are going terrible and he looks like a fool now so now bond yields are surging export bans on diesel are being put in place as an act of desparation midterms are a total write off and the trump admin is about to spend the next two years probably fighting impeachment hearings while things continue to detoriorate and the funny thing about all of this is he won the presidency off the idea of no more foreign wars but its his own foreign war with iran that started this whole mess and now the free market is testing them all

solana:SoLo9oxzLDpcq1dpqAgMwgce5WqkRDtNXK7EPnbmeta's impact is easy to understand. If you have regular stables (USDT/USDT/USDG etc), they only offer purchasing power. With USDV, and you get purchasing power and yield while staying liquid. Now say your treasury is $10M USDV. Well, that money is earning your company an additional (insert current Treasury Rate). Say it's 4%. An extra $400k annually. The right founder can do a lot with $400k/yr. It could be the difference on burn rate, can afford them a couple hires, etc. Congrats to @oxranga for pulling this off

NEAR setup is the one-stop shop for private finance. - Number one way to get in and out of Zcash - Private perps via partnership with HYPE, tokenized stocks, ETFs, and commodities with Ondo - Agentic commerce ready: Full AI stack with agents and confidential compute hardware. All built by the co-founder of LLMs. Hello

hyperliquid:native 3 digit waiting room

Coins go down - we need to be a more serious industry, 10-year bear market, quantum computing is going to end it all, this wouldnt have happened if Kamala were president Coins go up - yea this meme is the only public liquid expression for AGI you really don't wanna miss this

NEAR pullbacks are for aggressively bidding for the foreseeable future.